Australia
Budget Estimates and their revision – great chart from Saul Eslake
Australia Hours worked – total hours and average hours per person
Australia – Employment Growth, health, construction and the rest
Australian Employment Growth – monthly change
Australian Employment – labour market
Wages and employment
Wages growth – waiting for the great leap higher
Australia private health insurance …..drop your strides and cough…..
United States
United States CPI
United States budget deficits and selected policy impacts
United States – Monetary base and credit growth
United States – Auto loans and quality
United States – Auto loans
United States – 3m – 10 year UST spread
Quantitative tightening – US Federal Reserve
Short term funding and UST issuance
United States – IPOs with negative earnings
United States – Household Net worth
United States Income inequality and transfers
Europe
European salaries per month
German GDP
Greece Public Debt – who is owed what
Who buys Italian bonds?
United Kingdom credit impulse
Asia
China Money supply and loan growth
Iran – where its oil goes
South Korean exports and Global EPS
Fuel costs and income – Selected Asia and Australia
Commodities
Copper – future supply projections
Gold to Silver
Thermal Coal
Crude – prices over 5 years
Crude – Brent, Shanghai & WTI
Crude – and the USD
OECD crude stocks
Crude production – United States v Saudi Arabia v Russia
Capital Markets
Selected Global 2-years
Selected Global 10-years
US 10s and the S&P
US corporate debt 1
US corporate debt 2
Argentina 5Year – CDS Spread
Italian 10 – years
Indonesia Rp
Turkish Lira
Emerging Market Local Government local currency 2-years
US 10-year TIPS
US 10-year long term
UST and Bunds
Global Macro
Productivity and Earnings – the crude shock or containerization?
Economic momentum
China, Japan & US Treasuries
United States – China trade balance
…and furthermore…
a barrel of crude – and what you can get from it
CO2
NATO Defence outlays as percent of GDP
